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iShares Currency Hedged MSCI EAFE ETF
HEFA

228 hedge funds and large institutions have $2.82B invested in iShares Currency Hedged MSCI EAFE ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

3% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 75

2% less funds holding

Funds holding: 232 → 228 (-4)

3.96% less ownership

Funds ownership: 88.99% → 85.03% (-4%)

10% less capital invested

Capital invested by funds: $3.12B → $2.82B (-$306M)

Holders
228
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.93%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
29
Increased
73
Reduced
75
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$92.7M
2
Morgan Stanley
Morgan Stanley
New York
+$30.5M
3
PFO
Pathstone Family Office
New Jersey
+$18.7M
4
OMC
Old Mission Capital
Illinois
+$17.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$71.7M
2
RIG
RiverFront Investment Group
Virginia
-$22.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.4M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$16.8M
5
JPG
Jordan Park Group
California
-$5.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
151
SouthState Corp
Florida
$329K – – –
WS
152
Wedbush Securities
California
$310K +$48.1K +1,508 +17%
WPC
153
White Pine Capital
Minnesota
$303K +$32K +1,005 +11%
SPC
154
Sigma Planning Corp
Michigan
$302K -$63.3K -1,986 -16%
GT
155
Glenmede Trust
Pennsylvania
$302K – – –
HI
156
Harbour Investments
Wisconsin
$287K – – –
AMC
157
Asset Management Corp
Illinois
$286K +$305K +9,573 New
NA
158
NewEdge Advisors
Louisiana
$275K +$293K +9,205 New
HCMT
159
Highland Capital Management (Tennessee)
Tennessee
$273K – – –
KPW
160
Kore Private Wealth
New York
$270K – – –
AG
161
Ascent Group
Virginia
$270K +$272K +8,526 New
CAM
162
Cresset Asset Management
Illinois
$262K -$61.4K -1,926 -18%
AWM
163
Apollon Wealth Management
South Carolina
$255K -$208K -6,542 -43%
F
164
F3Logic
Minnesota
$251K -$10.3K -323 -4%
RFN
165
Redwood Financial Network
Ohio
$249K +$3.76K +118 +1%
IAA
166
Independent Advisor Alliance
North Carolina
$244K – – –
HWA
167
Heritage Wealth Advisors
Virginia
$242K – – –
CT
168
Colonial Trust
South Carolina
$238K +$254K +7,972 New
DWT
169
Dorsey & Whitney Trust
South Dakota
$234K – – –
SW
170
SVB Wealth
Massachusetts
$226K +$7.81K +245 +3%
B
171
Brightworth
Georgia
$215K +$18.1K +567 +9%
CSB
172
City State Bank
Iowa
$209K -$36.7K -1,150 -14%
FCAG
173
First Capital Advisors Group
New Jersey
$177K +$188K +5,909 New
TIM
174
Tortoise Investment Management
New York
$142K – – –
FDCDDQ
175
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K – – –
5 6
7
8 9

HEFA Hedge Fund Activity: Q3 2022 in Review

228 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI EAFE ETF (HEFA) for Q3 2022, worth a combined $2.82B — down 9.8% from $3.12B a quarter earlier.

Fund positioning in HEFA was balanced in Q3 2022: 29 funds opened new positions, 29 closed out, 73 added to existing stakes and 75 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $92.7M. The largest seller was JP Morgan Chase, cutting an estimated $71.7M.

  • 228 institutional investors held iShares Currency Hedged MSCI EAFE ETF (HEFA) as of Q3 2022, down from 232 in Q2 2022.
  • Funds reported $2.82B of iShares Currency Hedged MSCI EAFE ETF stock for Q3 2022, down 9.8% quarter-over-quarter.
  • 29 funds opened new iShares Currency Hedged MSCI EAFE ETF positions in Q3 2022 and 29 closed out, a net change of 0 holders.
  • The largest iShares Currency Hedged MSCI EAFE ETF buyer in Q3 2022 was Goldman Sachs, an estimated $92.7M added.
  • The largest iShares Currency Hedged MSCI EAFE ETF seller in Q3 2022 was JP Morgan Chase, an estimated $71.7M sold.

Based on aggregated 13F filings for Q3 2022.